Accreditions implementation
The EMS team is committed to supporting your school to ensure that you can get the most out of EMS360 software.
This checklist outlines the key steps for setup, configuration, and ongoing management to ensure a smooth accreditation process.
System administrator setup
(Requires system administrator access.)
Assign accreditation manager role
Navigate to Manage Staff under the Administration dropdown.
Assign the Accreditation Manager role to relevant staff.
Note: This role has limited permissions compared to a full system administrator but allows staff to manage accreditations.
Configure accreditations
Go to Accreditation Configuration in the Setup menu.
Select relevant accreditations for your school and drag them to the right-hand side.
Click Save to confirm.
Accreditation manager tasks
(For staff with the Accreditation Manager role.)
Manage staff accreditations
Navigate to Manage Accreditations under the Administration dropdown.
Select the Manage Staff Accreditations tab.
Search for a staff member to view their accreditations.
Green icon = Verified
Yellow icon = Pending verification
Actions:
Verify an accreditation
Download and review the attached document.
Click the green tick (✓) to verify.
Confirm the action when prompted.
Add an accreditation manually
Select the Add Accreditation tab.
Choose the accreditation type, enter the date/number, and click Save.
Attach supporting documents if needed.
Bulk import accreditations
Use the Import function to upload a spreadsheet.
Select accreditation type, date, and verification status.
Check Set as Verified to bulk-verify entries.
Generate accreditation reports
Go to Administration >Manage Accreditations > Accreditation Reports section. See administration-accreditations.
Filter by:
Accreditation type
Status (current/expired/expiring soon)
Verification status (verified/unverified)
Click Search to generate the report.
Staff self-service
Staff can add their own accreditations, but these will require verification by an accreditation manager.
Pilot testing and training
Conduct a pilot test
Enter test accreditations into the system.
Have selected staff complete the process.
Note: Test entries with attachments cannot be deleted, but those without files can be removed using the bin icon.
Provide training
Train relevant staff on:
School compliance policy
EMS360 accreditation procedures
Feedback and continuous improvement
Gather feedback
Use the EMS360 survey module to collect staff feedback.
Adjust processes as needed.
Schedule regular reviews
Set periodic reviews (e.g., termly, biannually, or annually) to:
Assess process effectiveness.
Identify areas for improvement.